Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
How Younger Donors Are Changing Charitable Giving: Wells Fargo
By Michael S. FischerIn a recent survey, 46% of participants said they had used newer ways of giving this year.
December 14, 2021
12 Questions to Ask Clients in DecemberFrom capital gains issues to RMDs, charitable contributions and year-end financial gifts, there are plenty of reasons to reach out to clients right now.
December 13, 2021
RMD Planning for 2021 and BeyondA client's tax situation and whether or not they need money from the RMDs are key factors to consider.
December 13, 2021
Foundation for Financial Planning Sets $5M Fundraising Goal for Pro Bono ProgramsFFP develops and funds programs that connect certified financial planners to those who need help.
December 13, 2021
Top 5 Tax Tasks to Tackle With Clients Before Year-EndAdvisors are wise to prep their client for 2022 by also working with their CPA.
December 09, 2021
Jeffrey Levine: Top 10 End-of-Year Tax Planning TipsThe financial planning expert weighs in on SALT deductions, Roth conversions, crypto investing and one of his favorite movies.
December 02, 2021
Vanguard Charitable Launches Tool to Help Donors Address Hunger, HomelessnessThe tool is a direct result of donors telling Vanguard Charitable they're focused on these issues.
December 01, 2021
Deepen Relationships With 3 Additional AccountsAdvisors can grow their business by opening more accounts for current clients. In each case, the client benefits.